2 min read

Our insurance agency website process, from call to launch

The nine steps in a Webdimonia website project, with two questionnaires, design approval before development and clear launch responsibilities.

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The launch date depends on what you're building and who needs to approve it. A straightforward public website and a project with several outside integrations shouldn't be scheduled as if they were the same job.

Our process follows the nine steps below. Agree the schedule after identifying the content, feedback and approval dependencies.

1. Strategy or audit call

We discuss your office, audience, existing website and the actions the site needs to support. If there is an existing site, identify valuable pages, current tracking and the people who receive inquiries.

2. Website Design Questionnaire

Once the project is agreed, the Website Design Questionnaire collects the information needed for design: the agency, content, assets, goals and direction. Identify one person who consolidates feedback and any carrier review requirements.

A 50% deposit starts the project. The scope should name deliverables, content responsibilities, revisions and timing before design begins.

3. Design first

We lay out the site before building it. Review the hierarchy, office information, mobile experience and quote or call paths. A visual preference is easier to resolve here than after development has begun.

4. Design approval

You approve the design before development starts. If carrier review is required, clarify when it happens and what material the carrier needs. We do not assume another agency's approval applies to your office.

5. Technical Questionnaire

The Technical Questionnaire gathers the implementation details: domain and hosting arrangements, form destinations, integrations, editing needs and required access.

Do not email passwords in a questionnaire response. Access should be provided through the agreed account-invitation or credential-sharing method.

6. Development second

We build the approved design and the agreed functionality. Custom dashboards, notifications and integrations are implemented against the documented scope. If a new requirement appears, confirm its cost and effect on timing before adding it.

7. Testing and review

Review desktop and mobile layouts, links, forms, keyboard access and the actual delivery path for inquiries. For a migration, check redirects, canonical URLs and important existing content.

8. Final payment

The remaining 50% is due before launch. Confirm ongoing care, domain responsibilities and any third-party costs. Ownership and access follow the agreement.

9. Launch

Deploy the reviewed site, verify the public domain and recheck the inquiry path. Search indexing and ranking changes may take time. Launch is not a guarantee that every page will appear in search.

Ongoing maintenance and marketing are separate scopes. See website design, pricing and care, and actual agency projects to decide what your office needs.

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